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Why 2026/27 Will Be the Turning Point for AFC Energy – The Facts

Anyone who sees AFC Energy as just an "eternal promise" is overlooking the massive operational milestones currently being prepared for 2026 and 2027. Here are the three main reasons why the breakthrough is now imminent:

1. Scaling the S-Series & Commercialization

Until now, AFC has often been in the pilot phase. This is now fundamentally changing:

H-Power S Series: The new 30kW generators are in series production. Over 300 units are expected to be produced by the end of 2028.

Market Entry into the High-Performance Class: With the new 200kW S+ Series generator (developed with ABB e-Mobility), AFC is entering the heavy-duty charging and industrial sectors. This is no longer a toy, but rather a replacement for real diesel generators on large construction sites.

2. The "Game Changer": Ammonia Cracking (Hy-5)

The biggest problem with hydrogen is logistics. AFC has a solution with its Hyamtec brand:

Hy-5 Launch: Starting in 2026, the first containerized ammonia crackers will be delivered. These convert liquid ammonia (easy to transport) directly on-site into high-purity hydrogen.

Joint Venture with ICL: The joint venture with the Industrial Chemicals Group will generate its first revenues in early 2026. From 2027 onward, when green ammonia is imported into Europe in large quantities, AFC will be the "tollbooth operator" for hydrogen with this infrastructure.

3. Financial Turning Point (EBITDA Forecast)

Take a look at the analyst estimates:

While EBITDA for 2024/25 is still strongly negative, analysts predict a massive improvement in the EBITDA margin for 2027 (towards -47% from over -400%).

According to estimates, revenue is expected to increase sharply by 2027/28 once the rental fleets (e.g., through the Speedy Hydrogen Solutions JV) are fully operational.

Conclusion:

2026 will be the year of revenue acceleration through the Hy-5 Crackers, and 2027 will be the year in which economic scalability is demonstrated through favorable ammonia imports. Anyone betting on the "net-zero" transformation of the construction and shipping industries cannot ignore AFC in the next 24 months.

We don't want to clutter the forum with their garbage, back to AFC!

"AFC Energy's stock could rise to €5 because AFC signs a contract with every Formula 1 team at once, and these 'investors' would still be writing: 'Caution, the generators are making a quiet humming noise. This is scaring away local squirrel populations. Bankruptcy is practically imminent!'"...But hey, we'll know more soon...When the cards are on the table and Wilson maybe pulls a trump card out of his sleeve that he's left there...that's my unimportant view of things...good luck to all investors...

Red Hornet... To view AFC Energy's pioneering work solely as a series of delays misunderstands the reality of industrial transformation. You're essentially embracing the reader of your words while simultaneously kicking them in the backside. While critics stare at the past, AFC has made the leap to commercialization. The H-Power systems are no longer just theory, but are proving their worth in practice. The advancements in ammonia cracker technology, in particular, demonstrate strategic foresight: AFC is solving the logistics problem of hydrogen, which is a crucial competitive advantage.

Hurdles in the market launch of new technologies are normal; what matters is the ability to solve them. The collaborations with industry giants prove that professionals have long recognized the potential. Anyone who sees only "exaggerated optimism" here is confusing vision with blindness. This is about evaluating a key technology in a multi-billion dollar market. To write off a company after 20 years of development on the verge of scaling is not a "balanced opinion", but rather an ignoring of the current facts and technological milestones.

Https://www.brett.co.uk/news/brett-aggregates-demonstrates-the-role-of-hydrogen-in-replacing-diesel-power-in-aggregate-production

Https://share.google/IiWm5OYNvEgSdLxfX were dependent on diesel (such as construction and mining). Brett Aggregates demonstrates the role of hydrogen as a replacement for diesel power in aggregate production. By incorporating hydrogen carrier conversion and energy storage, AFC Energy was able to show that its solutions are not only environmentally sustainable but also commercially viable for industrial use. A key benefit is the demonstration that these products can completely eliminate local emissions (CO₂, nitrogen oxides, particulate matter) compared to diesel generators, which is crucial for companies with strict net-zero targets. The project demonstrated the seamless interaction of fuel cells with battery storage (from Energy Solutions) to ensure a continuous and uninterrupted power supply. The technology has been successfully deployed for diverse energy requirements – from less intensive tasks such as operating scales (Weighbridge) to energy-intensive infrastructures such as conveyor belts and pumping systems. This demonstrates the flexibility of AFC Energy's modular solutions. The project serves as an important "real-world test." It proves that AFC Energy's fuel cell systems function reliably in the harsh environment of a quarry and on construction sites, and can replace conventional diesel generators. ...It's just a short article, yet it has immense implications. I can increasingly understand John Wilson's barely suppressed anticipation of the coming developments...and in the end, no one can say he didn't tell us this all along. He did; he explained the roadmap. I'm convinced that AFC will not remain a small, insignificant niche manufacturer!

That's the whole truth!

I think we have to live with that. Sometimes their pointless and hurtful arguments actually play into my hands, like the capital increase, for example. Besides the hydrogen/ammonia market, I'm interested in people... with Randall, Wilson, Walker, and Bostock, a top team has come together; that doesn't happen often, we were lucky. I'm not the least bit afraid of the future.

...a few more words about the often-threatened capital increase... AFC Energy and its subsidiary Hyamtec likely won't need a new capital increase, as they already secured around £27.5 million in fresh capital through an oversubscribed placement in 2025. These funds cover the current financing needs for the rollout of their ammonia cracker technology. Furthermore, the company has implemented a strict cost-cutting program that saves millions annually through site closures and efficiency improvements. The business model is also shifting towards an "asset-light" approach: instead of expensive in-house production, they rely on manufacturing partners like Volex, which significantly reduces production costs. Through joint ventures, such as with Speedy Hire, AFC generates direct rental and service income ("Fuel as a Service") instead of relying solely on one-off plant sales. This transition to commercial scaling with decreasing fixed costs stabilizes cash flow to such an extent that the company could finance the next growth phase from existing reserves. We'll know more soon...

@Aldebaran...Your assessment reflects the typical skepticism of a short-term oriented trader, but overlooks the fundamental realignment brought about by the Hyamtec spin-off. A 30% price increase without any traditional "news" is often not a sign of overheating, but rather a market correction due to undervaluation, when institutional investors build positions before the general public reacts. The accusation of "waiting" ignores the fact that AFC Energy, with Hyamtec, has made the strategic move to address the massive ammonia cracking market. Anyone solely focused on quick profits is overlooking the potential for a revaluation. The "recent profits" are no coincidence, but the result of operational maturity that has transformed AFC Energy from a pure research company into a hardware supplier. Wilson knows exactly what he's doing; that's my firm conviction. He's playing his game in favor of AFC/Hyamtec; I suspect this is his last big game before he retires with a multimillion dollar fortune. Presenting his children and wife as stock buyers on a silver platter isn't just a whim; it's a statement, part of his successful strategy, the first fruits of which we'll hopefully soon enjoy. And let me tell you something... Everyone who has invested here for years and weathered all the storms deserves every penny. Enjoy!

In his last Archer interview, John Wilson gave the impression that everyone already knew who the S&P 500 partner was... of course... but he's supposed to remain interesting... I've just forgotten (":")... but I'd be grateful for any evidence-based information; I would treat it confidentially here in the forum!

Now you're upset, I'm sorry, have a wonderful day...AFC Energy is really important, nothing more!

Perhaps you should become CEO of AFC Energy; then you could make an important decision for once in your life... If you would kindly send me a private message beforehand so I have time to sell my shares, I would be very grateful!

@Hydro...The general meeting is confirmed, it will/must take place, everything else is just speculation...now don't play dumb! If you knew what was said at the general meeting, you could appear as an oracle on TV, or in a haunted house, I don't know what you look like!

There's only one person who knows exactly when the right time is to announce news. Whether some are bursting with impatience or typing themselves hoarse, I personally am focused on the annual general meeting; of course, I'd be delighted with any bonus before then. Fixing on specific days without concrete dates only creates resentment towards oneself and others... Relaxation is needed... not easy... that's clear.

Daz9643... "Those who live in the past miss the future." Since 2018, the company has undergone a massive transformation: It has evolved from a pure research lab for stationary fuel cells to a market-oriented provider of mobile, clean energy. The future prospects are bright, as global pressure to decarbonize is increasing dramatically. What happened yesterday at Daz is of no interest to anyone on the stock market; they're looking ahead, and as you can see, more and more investors believe that John Wilson isn't just spouting empty phrases. The waiting for day X is really getting on my nerves, but good things come to those who wait 👍.

Mike Rendall, CEO of Hyamtec and Chairman of the Ammonia Alliance, will prove to be a real asset to AFC Energy/Hyamtec; his expertise gives him a comprehensive overview. He enjoys an excellent reputation in politics and among experts in ammonia solutions.

For Hyamtec, the report means the market is moving in the right direction. While 2024/25 were still characterized by vague pilot projects, Wood Mackenzie predicts 2026 will be the year of scalable infrastructure. Since Hyamtec already has operational, modular crackers, they could massively benefit from the expected wave of investment in ammonia infrastructure (approximately USD 600 million for initial large-scale plants), provided they successfully make the leap from the pilot phase to industrial-scale production. I am actually very optimistic about the future of AFC; the Hy5 cracker, in particular, should be a guarantee of success!

@aldebaran, I can certainly understand that the market volatility is making you nervous, but demanding another "proactive interview" without any concrete news is risky. In AFC Energy's current phase, that would be counterproductive. John Wilson has proven in the past that he focuses on the commercialization and technical validation of the hydrogen-pouncer and fuel cell systems – and rightly so.

A CEO who beats the drum for promotion in a nervous market environment without any new facts quickly appears desperate. "Mood management" through mere presence loses its impact and is often interpreted by investors as a lack of operational progress. Recent gains are only sustainable if they are based on milestones such as new distribution partnerships or successful field tests, not on rhetorical skill in yet another video call. He just delivered that with Archer, and we have to be satisfied with that.

People in this market don't hesitate – but they especially punish those who promise a lot and deliver little. By swapping the office for the studio, Wilson is signaling that the share price takes priority over product development. I recall him once saying that he only speaks when he has something to say. What AFC Energy needs isn't a "feel-boosting" boost, but the consistent execution of its pipeline. True stability comes from fundamental data, not from proactively talking to investors to alleviate their fears. This isn't easy for us, but I firmly believe that Wilson will deliver.

If you pay $1,000 to remove the barrier to reading the report on the progress of ammonia projects, you can also gain an unfair advantage. I'm sure AFC itself, or in collaboration with the S&P 500 partner, is mentioned in it. A $1,000 barrier, to me, suggests there's no interest in everyone being informed. That's also an important clue, I think.